+1,870.5%
LITE vs NVDL
+680.6%
+1,189.9%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -4.0% | +15.0% | +12.5% |
| 7D | +12.6% | +7.3% | +5.3% | +9.4% |
| 30D | +9.9% | -0.7% | +10.6% | +9.7% |
| 3M | +9.3% | +9.5% | -0.2% | +5.1% |
| 6M | +75.2% | +41.6% | +33.6% | +51.2% |
| YTD | +165.5% | +23.3% | +142.2% | +138.2% |
| 1Y | +555.0% | +40.3% | +514.7% | +461.3% |
| 3Y | +1,870.5% | +692.2% | +1,178.3% | +823.7% |
| All | +1,870.5% | +680.6% | +1,189.9% | +823.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDL.
Daily Out/Under-Performance
Portfolio return minus NVDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded NVDL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling